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Job Purpose:
Exciting opportunity for an experienced business travel consultant to join an international bank to provide end to end travel management services to the group, ensuring staff travel is safe and cost effective.

Key Responsibilities:
Review current travel management policies; where appropriate make improvements to framework to ensure full compliance with travel, entertainment, and expense reimbursement policies
Act as the single point of contact for all travel related matters and resolve issues where required
Book travel for staff across the group
Conclude quarterly reviews of travel management company performance
Review, compare, and renegotiate hotel rates; assist with travel spend benchmarking, analysis aimed at ensuring value for money
Prepare and run travel awareness campaigns

Skills & Experience:
Minimum of 5 years' experience in a similar role
A' Level educated, as a minimum
Background in real estate/travel essential
Able to communicate effectively and precisely
Strong computer skills

Hours & Benefits:
Core business hours, Douglas based employer. Competitive salary in line with experience - benefits package


Job Purpose:
A Senior Bookkeeper is sought by a Douglas based Private Investment Company to fulfil various group reporting and accounting requirements. The successful candidate will have a good understanding of accounting software and the ability to process bank statements, journals and foreign currency month end closures on an accurate and timeous basis.

Key Responsibilities:
Process various monthly investment/broker house cash accounts
Process bank statements into accounting software
Maintain general ledger accounts
Lead monthly and year-end 'accounting close' process
Month-end closures of foreign currency adjustments on foreign currency bank accounts, loans and foreign customers/suppliers
Maintain and process various monthly group interest calculations

Skills & Experience:
AAT/CAT Qualification or equivalent
Thorough understanding of Microsoft Excel
Proven experience within a similar role
Experience preparing and maintaining financial records up to trial balance level
Understanding of foreign currency transactions

Hours & Benefits:
Highly competitive salary dependent upon experience; full time core business hours - travel may be required

Job Purpose:
The role of Senior Fund Accountant requires an ACA/ ACCA qualified candidate, either newly qualified or with around 2 years PQE, to assist the Manager in the smooth running of the Funds department of an established International Financial Services firm. The role holder will ensure that valuations, management reports and audited financial statements are issued accurately and delivered within the agreed client service level agreements.

Key Responsibilities:
Accurate maintenance of accounting records
The review and completion of NAVs and preparation of financial statements for each of the assigned managed funds
Maintenance of internal control standards, including the timely implementation of internal / external audit points

Skills & Experience:
ACA/ ACCA qualified - either newly qualified or with around 2 years PQE
Highly organised approach, used to the proactive liaison with internal and external stakeholders
Capable of working autonomously, managing broad role responsibilities and meeting challenging deadlines
Previous experience within Funds would be advantageous but not essential

Hours & Benefits:
35 hour working week, plus company benefits


Job Purpose:
An international Private Wealth organisation based in central Douglas are seeking an experienced Investment Dealer on a permanent basis. The role holder is primarily responsible for receiving trade instructions and executing them accurately with agreed timescales

Key Responsibilities:
Execute investment instructions for securities traded on all major markets, including international equities, bonds, and mutual funds
Authorise trade instructions, FX transactions, and journals
Ensure procedures are followed in line with policies and business practices

Skills & Experience:
Previous experience in an Investment Dealing role is essential
A suitable investment qualification at level 3 or above (e.g. CISI)
Strong knowledge, both technical and operational, of industry procedures and processes
Ability to work under pressure and to meet deadlines with a high degree of accuracy

Hours & Benefits:
Full time business hours; Highly competitive salary and company benefits package


Job Purpose:
Qualified Compliance professional with experience in Fiduciary Services, is sought to join a small Trust & Corporate Service Provider in a reduced hours capacity (hours can be discussed), to act as Head of Compliance. The role requires overseeing the company's compliance with regulatory requirements and will involve reporting directly to the Board.

Key Responsibilities:
Ensuring that the day to day operations of the business are in line with the operational and compliance procedures for the firm
Ensuring that all corporate governance policies, manuals and procedures are fully documented
Establish and action internal compliance monitoring plans

Skills & Experience:
Holder of a recognised compliance qualification or working towards one
Experience in a compliance role within T/CSP, to include in depth knowledge of FSA regulations for a Class 4 and 5 licence holder (some class 3 knowledge would be an advantage)
Ability to instil a strong compliance culture within the Company, having the strength of character to influence the Board

Hours & Benefits:
Reduced hours (details to be discussed) with salary commensurate with experience and qualifications


Job Purpose:
Investment Operational Controller required to join a leading Wealth Management organisation on a 6 month contract. The successful applicant will provide front office support and operational oversight whilst ensuring timely productions of deliverables, efficient resolution of issues and effective operational controls.

Key Responsibilities:
Understand and troubleshoot across the end to end operating models with service providers
Perform transactional processing including corporate actions, trades, dividends, payments, prices and fees across all platforms.
Monitor transaction status and reconciliation reports ensuring that exceptions are dealt with swiftly within agreed service standards
Provide support for client cash inflows and outflows
Oversee regulatory submissions
Support new client take on process including documentation, system set up and web access
Run and distribute reports for external/internal use and tax/regulatory purposes as required

Skills & Experience:
Proven experience in fund administration or investment administration ideally with supervisory and client service experience
Sound understanding of investment management operations including relevant industry knowledge
Understanding of regulatory obligations such as MiFID & EMIR
Experience in dealing with 3rd party service providers

Hours & Benefits:
Full time- core business hours, 6 month contract, market competitive salary, Douglas based

Job Purpose:
Marketing Proposition Manager required to join an International Life Assurance provider based in the South of the Island on a permanent basis.

Key Responsibilities:
Focus on end to end proposition for business regeneration and customer retention activities
Produce customer journey campaigns that resonate with target audiences, building strong loyalty with existing policy holders
Take initiatives in customer satisfaction via process improvement plans and efficient reporting and flow of information
Proactively gather, analyse, and interpret market data and information from a number of sources
Lead a small team of retention specialists

Skills & Experience:
Proven experience in marketing propositions, demonstrating expertise in retention activities
Marketing degree or qualification such as CIM Diploma/Certificate
Clear and effective communicator, with a high standard of written English & attention to detail

Hours & Benefits:
Full time core business hours, permanent role. Market rate salary

Job Purpose:
Client Accountant required to join a Trust Company on a permanent basis to manage client accounting assignments across a portfolio of client trusts.

Key Responsibilities:
Responsible for specialist analysis and financial reporting for complex family structures
Direct liaison with clients, intermediaries and professionals within the group
Responsible for client accounting assignments across multiple portfolios
Ensure attention to detail at all times
Oversee and manage Assistant Accountants effectively

Skills & Experience:
Accounting experience within a finance sector environment
ACA or ACCA qualified
Excellent communication skills
Attention to detail

Hours & benefits:
Full time, core business hours. Market Rate Salary

Job Purpose:
Compliance Manager required to join a Douglas based trust company on a reduced hour permanent basis to manage AML, Risk & Compliance reporting.

Key Responsibilities:
Oversee the company's classification and reporting responsibilities for both US and UK
Assist with regular and ongoing risk assessments of the licence holders, highlighting results directly to the board
Submission of the license holders annual regulatory returns as well as regularly liaising directly with the FSA in relation to ongoing requests and queries
Assist with maintaining and monitoring all compliance registers, policies, procedures and submissions required by the IOM Financial Services rulebook and AML code/handbook

Skills & Experience:
A minimum of 3 years' experience within in a similar role, preferably in a CSP environment
A relevant Compliance qualification is desirable
Comprehensive Understanding of AML
Ability to communicate effectively within a team
Key person status would be beneficial although not essential

Hours & benefits:
Ideally Part- Time hours (25 Hours / week) Although full time hours will be considered
Salary dependent upon experience

Job Purpose:
Business Assurance Executive required to join a private wealth company on a permanent basis. The role holder will ensure all front office controls are operating effectively and will act as the first line of defence for the business

Key Responsibilities:
Conduct verification reviews of all regulated advice given in the business to measure the quality of advice and documentation given by advisors
Implement post investment advice procedures
Coordinate and monitor annual reviews for high risk accounts
Assist with management of audit issue resolution
Undertake sample checks of new business received
Assist with ongoing development and improvement of processes


Skills & Experience:
Minimum of a Level 4 investment qualification and experience in an investment manager position
Ideally be CeMAP qualified
Proven experience in banking
Member of an appropriate professional institute
Strong organisational and time management skills with excellent attention to detail

Hours & Benefits:
Full time core business hours - permanent position. Competitive salary & comprehensive benefits package

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